Bloomberg Surveillance · Sunday, August 30, 2026
To combat information overload, financial advisors are advised to deliver advice in smaller, more manageable portions. Instead of attempting to cover all aspects of financial planning in a single meeting, focusing on one or two topics per meeting can significantly improve client understanding and retention.
“So what advisors can do to help combat that is also just deliver it in short forms. So we have to remember that as financial advisors, give clients information in bite-sized pieces, have more meetings more regularly, talk about only one or two things at each meeting. That's going to help the client so much more than trying to dump everything in one meeting.”